Interactive Brokers Gro Class AIBKR

13F holders, Q3 2025 (September 30)
911holders +109
180new positions
77sold out
11famous investors
$68.88avg. 13F price*

At the end of Q3 2025, 911 institutions reported holding Interactive Brokers Gro Class A (IBKR) in their 13F filings, up 109 from Q2 2025. 180 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($3.6B), BlackRock, Inc. ($2.1B) and State Street Corp. ($1.3B). 11 famous investors held it, including George Soros (2.5% of Soros Fund Management's portfolio), Ron Baron (0.8% of Baron Capital (BAMCO)'s portfolio) and Ray Dalio (0.2% of Bridgewater Associates's portfolio).

Company
Interactive Brokers Gro Class A
Sector
Finance
CUSIP
45841N107
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 493Q1 2024Q2 2024: 548Q2 2024Q3 2024: 586Q3 2024Q4 2024: 710Q4 2024Q1 2025: 747Q1 2025Q2 2025: 802Q2 2025Q3 2025: 911Q3 2025Q4 2025: 980Q4 2025Q1 2026: 1,001Q1 2026Q2 2026: 1,118Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions180$483.0M
Exits77$429.5M

All 13F filers, Q2 2025 → Q3 2025: 51,656,478 shares bought and 45,274,095 shares sold, net +6,382,383 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 911 holders

Vanguard Group Inc. 0.05% Add +26.4% 52,859,085 $3.6B
BlackRock, Inc. 0.04% Reduce -23.0% 30,968,967 $2.1B
State Street Corp. 0.04% Add +23.3% 18,648,758 $1.3B
Cantillon Capital Management LLC 4.80% Reduce -1.1% 12,664,026 $871.4M
Kayne Anderson Rudnick Investment Management LLC 2.04% Reduce -2.5% 12,174,526 $837.7M
Wellington Management Group LLP 0.13% Add +17.6% 10,901,171 $750.1M
Greenwich Wealth Management LLC 35.59% Reduce -4.6% 10,367,276 $713.4M
Geode Capital Management, LLC 0.05% Add +54.8% 10,344,360 $712.1M
Orbis Allan Gray Ltd 2.82% Reduce -2.0% 9,543,872 $656.7M
JPMorgan Chase & Co. 0.04% Reduce -10.8% 9,050,456 $622.8M
Bank of America Corp. 0.04% Add +0.4% 7,628,167 $524.9M
Egerton Capital (UK) LLP 4.54% Reduce -22.4% 6,254,134 $430.3M
FMR LLC 0.02% Reduce -6.7% 6,228,484 $428.6M
American Century Companies Inc. 0.21% Add +6.3% 5,953,647 $409.7M
Invesco Ltd. 0.06% Add +5.7% 5,753,607 $395.9M
W1M Investment Management Ltd 4.36% Add +10.8% 4,922,936 $338.8M
Neuberger Berman Group LLC 0.24% Reduce -0.7% 4,840,533 $333.1M
Jacobs Levy Equity Management, Inc. 1.30% Reduce -12.2% 4,737,541 $326.0M
Baron Capital (BAMCO) 0.84% Add +9.8% 4,609,768 $317.2M
Two Sigma Advisers, LP 0.58% Add +24.1% 4,192,800 $288.5M
Morgan Stanley 0.02% Reduce -12.2% 4,058,866 $279.3M
Royal Bank of Canada 0.05% Reduce -11.0% 3,728,111 $256.5M
JARISLOWSKY, FRASER Ltd 1.41% Reduce -11.7% 3,724,608 $256.3M
Two Sigma Investments, LP 0.40% Add +18.3% 3,575,453 $246.0M
Northern Trust Corp. 0.03% Reduce -3.5% 3,560,023 $245.0M
Marshall Wace, LLP 0.27% Reduce -35.6% 3,484,551 $239.8M
Charles Schwab Investment Management Inc. 0.04% Reduce -0.2% 3,304,010 $227.3M
Wells Fargo & Company 0.05% Reduce -4.9% 3,259,238 $224.3M
First Trust Advisors LP 0.15% Add +89.8% 2,856,099 $196.5M
Bank of New York Mellon Corp 0.03% Reduce -23.3% 2,481,243 $170.7M
Citigroup Inc. 0.12% Add +61.8% 2,432,598 $167.4M
TD Asset Management Inc 0.13% Add +2098.6% 2,300,711 $158.3M
Raymond James Financial Inc. 0.05% Add +4.1% 2,144,864 $147.6M
Progeny 3, Inc. 7.55% No change 2,126,460 $146.3M
Bares Capital Management, Inc. 13.08% Reduce -31.6% 2,060,589 $141.8M
KBC Group NV 0.34% Add +89.0% 2,033,620 $139.9M
Bronte Capital Management Pty Ltd. 12.19% Reduce -26.8% 1,761,171 $135.4M
Deutsche Bank AG 0.04% Add +184.0% 1,903,456 $131.0M
Amundi 0.04% Add +177.3% 1,847,642 $128.6M
Legal & General Group Plc 0.03% Add +4.9% 1,848,697 $127.2M
Empower Advisory Group, LLC 0.35% Reduce -0.1% 1,845,680 $127.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -11.4% 1,790,743 $123.2M
Ensign Peak Advisors, Inc 0.20% Reduce -15.8% 1,734,532 $119.4M
Ancient Art, L.P. 27.18% No change 1,643,636 $113.1M
Goldman Sachs Group Inc. 0.02% Add +24.5% 1,632,486 $112.3M
Soros Fund Management 2.48% Reduce -29.1% 1,584,057 $109.0M
TimesSquare Capital Management, LLC 1.52% Reduce -2.8% 1,545,356 $106.3M
Canada Pension Plan Investment Board 0.07% Add +87.2% 1,487,185 $102.3M
FIL Ltd 0.08% Add +9.5% 1,449,667 $99.8M
1832 Asset Management L.P. 0.16% Reduce -1.4% 1,395,424 $96.0M
Worldquant Millennium Advisors LLC 0.41% New 1,372,372 $94.4M
UBS Group AG 0.02% Reduce -33.1% 1,337,625 $92.0M
Assenagon Asset Management S.A. 0.13% New 1,279,254 $88.0M
Barclays PLC 0.03% Add +180.4% 1,208,115 $83.1M
Hosking Partners LLP 2.97% Add +1.9% 1,191,410 $82.0M
Hengistbury Investment Partners LLP 49.49% No change 1,136,084 $78.2M
Squarepoint Ops LLC 0.17% Add +6336.1% 1,135,255 $78.1M
Nuveen, LLC 0.02% Add +42.7% 1,106,537 $76.1M
Robeco Institutional Asset Management B.V. 0.11% Add +113.4% 1,102,477 $75.9M
BNP Paribas Financial Markets 0.06% Add +301.8% 1,066,575 $73.4M
Oakcliff Capital Partners, LP 30.61% No change 1,030,740 $70.9M
Russell Investments Group, Ltd. 0.08% Add +9.3% 1,006,368 $69.2M
Dimensional Fund Advisors LP 0.01% Reduce -3.0% 1,002,685 $69.0M
Envestnet Asset Management Inc. 0.02% Reduce -0.6% 999,457 $68.8M
Renaissance Technologies 0.09% Reduce -51.3% 963,640 $66.3M
T. Rowe Price Associates Inc. 0.01% Add +154.6% 952,766 $65.6M
Alyeska Investment Group, L.P. 0.19% Reduce -39.1% 918,648 $63.2M
HSBC Holdings PLC 0.04% Add +363.3% 901,359 $61.7M
California Public Employees Retirement System 0.04% Add +11.0% 895,617 $61.6M
Mitsubishi UFJ Asset Management Co., Ltd. 0.04% Add +137.5% 888,397 $61.1M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.7% 870,209 $59.9M
RV Capital AG 10.07% Reduce -6.0% 799,267 $55.0M
Rhumbline Advisers 0.04% Reduce -38.5% 783,877 $53.9M
Caisse de depot et placement du Quebec 0.10% Add +414.0% 782,665 $53.9M
Victory Capital Management Inc. 0.03% Reduce -4.7% 777,463 $53.5M
Citadel Advisors 0.04% Reduce -16.6% 776,826 $53.5M
Millennium Management 0.04% Reduce -46.6% 775,346 $53.4M
PEAK6 LLC 1.28% Add +0.1% 739,573 $50.9M
Connor, Clark & Lunn Investment Management Ltd. 0.16% Reduce -8.7% 727,208 $50.0M
LPL Financial LLC 0.01% Add +4.9% 723,552 $49.8M
National Pension Service 0.04% Add +2.2% 707,634 $48.7M
Panagora Asset Management Inc. 0.19% Add +940.8% 687,808 $47.3M
California State Teachers Retirement System 0.05% Add +0.1% 666,757 $45.9M
Stifel Financial Corp. 0.04% Add +7.4% 665,310 $45.8M
Allspring Global Investments Holdings, LLC 0.07% Reduce -16.2% 653,492 $44.9M
Federated Hermes, Inc. 0.08% Reduce -16.9% 626,514 $43.1M
Bank of Montreal 0.02% Add +494.2% 595,668 $41.0M
Pictet Asset Management Holding SA 0.04% Reduce -50.7% 591,597 $40.7M
Bridgewater Associates 0.16% New 582,770 $40.1M
W1M Asset Management Ltd 2.86% Add +29.5% 580,925 $40.0M
Hudson Way Capital Management LLC 3.31% Reduce -17.0% 567,819 $39.1M
Marathon Asset Management Ltd 1.33% Reduce -27.1% 524,853 $36.1M
Capital Fund Management S.A. 0.36% Add +912.8% 523,400 $36.0M
Principal Financial Group Inc. 0.02% Reduce -62.0% 501,892 $34.5M
Systrade AG 25.41% New 500,000 $34.4M
Alliancebernstein L.P. 0.01% Reduce -17.2% 499,410 $34.4M
Treasurer of the State of North Carolina 0.11% Reduce -23.8% 496,330 $34.2M
Allianz Asset Management GmbH 0.04% Reduce -42.0% 483,818 $33.3M
New York State Common Retirement Fund 0.04% Reduce -5.6% 477,485 $32.9M
Mawer Investment Management Ltd. 0.16% Add +1.9% 460,796 $31.7M
Polar Capital Holdings Plc 0.15% Reduce -22.2% 446,756 $30.7M
Compagnie Lombard Odier SCmA 0.34% Add +745.3% 441,333 $30.4M
CANADA LIFE ASSURANCE Co 0.04% Reduce -23.6% 424,701 $29.2M
Bank of Nova Scotia 0.05% Reduce -58.4% 420,134 $28.9M
Brooktree Capital Management 18.23% Reduce -16.9% 416,866 $28.7M
Storebrand Asset Management As 0.07% Add +3.6% 408,799 $28.1M
Adage Capital Partners Gp, L.L.C. 0.04% New 405,300 $27.9M
State Board of Administration of Florida Retirement System 0.05% Reduce -6.7% 398,481 $27.4M
Gabelli Funds LLC 0.18% Reduce -5.2% 380,731 $26.2M
Coronation Fund Managers Ltd. 1.36% Reduce -42.2% 379,507 $26.1M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.04% Add +21.4% 347,622 $23.9M
Dana Investment Advisors, Inc. 0.69% Reduce -11.8% 341,291 $23.5M
Toronto Dominion Bank 0.05% Add +316.6% 340,837 $23.5M
Rovida Investment Management Ltd 2.65% No change 340,000 $23.4M
Lansing Management LP 16.87% Reduce -15.4% 337,985 $23.3M
Winmill & Co. Inc. 5.46% No change 327,200 $22.5M
Aviva PLC 0.04% Add +20.7% 325,261 $22.4M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.18% Add +45.5% 323,662 $22.3M
Credit Agricole S A 0.07% — 317,279 $21.8M
Blue Whale Capital LLP 1.20% New 315,583 $21.7M
WINTON GROUP Ltd 0.81% Reduce -18.0% 312,823 $21.5M
Prana Capital Management, LP 0.71% Reduce -19.9% 308,545 $21.2M
National Bank of Canada 0.02% Add +344.8% 307,362 $21.1M
Sei Investments Co. 0.02% Add +24.3% 305,631 $21.0M
Stony Point Capital LLC 1.45% Add +5.0% 301,294 $20.7M
Public Employees Retirement System of Ohio 0.06% Add +0.2% 282,128 $19.4M
New York State Teachers Retirement System 0.04% Reduce -11.3% 274,547 $18.9M
Korea Investment CORP 0.04% Add +80.4% 272,572 $18.8M
O'Brien Greene & Co. Inc 5.67% Reduce -4.8% 268,135 $18.5M
Union Bancaire Privee, UBP SA 0.26% Add +62.2% 326,133 $17.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -2.8% 256,436 $17.6M
Premier Fund Managers Ltd 0.72% Add +4.2% 256,200 $17.6M
Ameriprise Financial Inc. 0.00% Reduce -59.2% 247,978 $17.1M
Firetrail Investments PTY Ltd. 4.27% Reduce -40.8% 249,740 $17.1M
Prudential Financial Inc. 0.02% Add +333.7% 247,190 $17.0M
State of Wisconsin Investment Board 0.04% Reduce -5.8% 239,703 $16.5M
Nomura Asset Management Co. Ltd. 0.04% Add +9.2% 232,885 $16.0M
Chevy Chase Trust Holdings, LLC 0.04% New 227,511 $15.7M
Livforsakringsbolaget Skandia, Omsesidigt 0.60% Add +1488.7% 73,048 $15.4M
HighTower Advisors, LLC 0.02% Reduce -8.7% 215,419 $14.8M
Janney Montgomery Scott LLC 0.03% Reduce -3.7% 214,022 $14.7M
Jump Financial, LLC 0.20% Reduce -69.7% 213,107 $14.7M
Danske Bank A/S 0.04% Add +23.1% 211,608 $14.6M
Cozad Asset Management Inc. 1.14% Reduce -3.3% 209,139 $14.4M
Truist Financial Corp. 0.02% Add +2.6% 207,923 $14.3M
Inspire Investing, LLC 1.35% Reduce -6.2% 202,283 $13.9M
Voya Investment Management LLC 0.02% Add +162.1% 197,943 $13.6M
D. E. Shaw & Co. 0.01% Add +283.9% 190,528 $13.1M
Macquarie Group Ltd. 0.02% Add +16.7% 189,605 $13.0M
W.G. Shaheen & Associates DBA Whitney & Co 1.18% Add +0.5% 188,556 $13.0M
Harbor Advisors LLC 1.98% No change 186,832 $12.9M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -5.3% 183,577 $12.6M
Evelyn Partners Investment Management LLP 0.35% Add +38.5% 181,551 $12.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.10% Add +70.6% 180,748 $12.4M
Capital Impact Advisors, LLC 2.78% New 180,496 $12.4M
Asset Management One Co., Ltd. 0.04% Add +8.8% 179,446 $12.3M
Mediolanum International Funds Ltd 0.13% Add +155.1% 177,843 $12.2M
Pinebridge Investments, L.P. 0.09% Add +202.9% 176,515 $12.1M
HRT Financial LP 0.04% Reduce -49.8% 173,600 $11.9M
Cetera Investment Advisers 0.01% Add +11.3% 171,589 $11.8M
One Madison Group LLC 1.28% Reduce -16.7% 170,000 $11.7M
Twin Tree Management, LP 0.54% Reduce -25.9% 166,602 $11.5M
Thompson Siegel & Walmsley LLC 0.18% Reduce -7.1% 163,856 $11.3M
Fifth Third Bancorp 0.04% Add +12.9% 163,007 $11.2M
Picton Mahoney Asset Management 0.14% Reduce -2.7% 155,460 $10.7M
State of New Jersey Common Pension Fund D 0.04% Add +3.5% 152,096 $10.5M
Rafferty Asset Management, LLC 0.03% Add +1377.2% 151,675 $10.4M
Empowered Funds, LLC 0.10% Add +9.7% 150,787 $10.4M
KLP Kapitalforvaltning As 0.04% No change 148,800 $10.2M
Cinctive Capital Management LP 0.51% Add +2350.2% 147,894 $10.2M
Ibex Wealth Advisors 0.96% Add +3.3% 146,353 $10.1M
SkyView Investment Advisors, LLC 1.27% Reduce -1.5% 145,914 $10.0M
Pilgrim Partners Asia Pte Ltd 4.30% — 140,400 $9.7M
Man Group plc 0.02% Add +45.4% 140,215 $9.6M
Resona Asset Management Co.,Ltd. 0.04% Add +0.6% 138,026 $9.5M
Lansforsakringar Fondforvaltning AB (publ) 0.05% Add +3.5% 136,535 $9.4M
Lord, Abbett & Co. LLC 0.03% Reduce -0.9% 136,525 $9.4M
CWA Asset Management Group, LLC 0.33% Add +41.5% 130,292 $9.0M
Investment Management Corp of Ontario 0.14% Add +69.4% 129,986 $8.9M
Martingale Asset Management L P 0.22% Reduce -19.2% 128,218 $8.8M
Arizona State Retirement System 0.05% Add +0.7% 128,102 $8.8M
Aware Super Pty Ltd as trustee of Aware Super 0.12% No change 127,888 $8.8M
Emmett Investment Management, LP 6.89% Reduce -30.7% 127,480 $8.8M
NewEdge Wealth, LLC 0.12% Reduce -1.9% 121,501 $8.7M
Wealthfront Advisers LLC 0.02% Add +14.2% 124,957 $8.6M
Vestmark Advisory Solutions, Inc. 0.16% Reduce -1.4% 122,413 $8.4M
State of Michigan Retirement System 0.04% Add +15.0% 120,400 $8.3M
Marvin & Palmer Associates Inc. 6.13% Add +29.8% 117,225 $8.2M
Rakuten Investment Management, Inc. 0.03% — 13,056 $8.2M
ProShare Advisors LLC 0.02% Add +409.2% 116,419 $8.0M
AWH Capital, L.P. 8.35% No change 116,380 $8.0M
Capitolis Liquid Global Markets LLC 0.06% New 115,000 $7.9M
Lighthouse Investment Partners, LLC 0.29% Add +3.7% 114,951 $7.9M
Steward Partners Investment Advisory, LLC 0.05% Reduce -13.8% 114,737 $7.9M
Gotham Asset Management 0.03% Add +3.9% 114,027 $7.8M
Commonwealth Equity Services, LLC 0.01% Add +57.3% 113,349 $7.8M
Czech National Bank 0.05% New 113,083 $7.8M
Andra AP-fonden 0.10% No change 112,208 $7.7M
Prescott Group Capital Management, L.L.C. 0.81% No change 111,676 $7.7M
MetLife Investment Management, LLC 0.04% Reduce -52.8% 111,280 $7.7M
Wolverine Trading, LLC 0.15% Add +1835.0% 111,105 $7.6M
Moran Wealth Management, LLC 0.22% Reduce -2.4% 107,690 $7.4M
Natixis Advisors, LLC 0.01% Reduce -42.4% 107,693 $7.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.02% Add +12.4% 107,458 $7.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Reduce -4.5% 106,920 $7.4M
Baird Financial Group, Inc. 0.01% Reduce -5.5% 103,200 $7.1M
STRS Ohio 0.03% Reduce -23.7% 101,088 $7.0M
OneDigital Investment Advisors LLC 0.07% Reduce -2.8% 99,968 $6.9M
Vest Financial, LLC 0.09% Add +53.8% 99,729 $6.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +45.5% 99,451 $6.8M
Parallax Volatility Advisers, L.P. 0.23% Add +29.7% 99,156 $6.8M
Aquatic Capital Management LLC 0.13% Add +56.9% 98,895 $6.8M
Edgestream Partners, L.P. 0.20% Reduce -49.3% 98,286 $6.8M
Public Sector Pension Investment Board 0.02% New 96,000 $6.6M
TD Waterhouse Canada Inc. 0.04% Add +6.6% 95,645 $6.6M
Comerica Bank 0.02% Reduce -44.2% 95,328 $6.6M
Forsta Ap-Fonden 0.04% Add +3.9% 95,200 $6.6M
Retirement Systems of Alabama 0.02% Reduce -91.0% 94,978 $6.5M
Walleye Capital LLC 0.06% New 93,936 $6.5M
State of Tennessee, Department of Treasury 0.02% Reduce -49.0% 90,000 $6.2M
Atria Investments, Inc 0.07% Reduce -7.0% 89,262 $6.1M
New Millennium Group LLC 2.78% Add +3128.5% 88,462 $6.1M
Natixis 0.03% Reduce -78.5% 86,914 $6.0M
Daiwa Securities Group Inc. 0.02% Add +143.9% 86,814 $6.0M
Handelsbanken Fonder AB 0.02% Add +2.1% 86,678 $6.0M
Skandinaviska Enskilda Banken AB (publ) 0.02% Reduce -2.1% 85,774 $5.9M
Amalgamated Bank 0.04% Reduce -57.5% 84,672 $5.8M
Susquehanna International Group, LLP 0.01% Reduce -27.7% 84,100 $5.8M
IFM Investors Pty Ltd 0.05% Reduce -2.1% 87,482 $5.8M
Mn Services Vermogensbeheer B.V. 0.04% No change 83,600 $5.8M
DNB Asset Management AS 0.02% Add +4.6% 82,390 $5.7M
Munro Partners 0.15% Reduce -8.9% 78,980 $5.4M
Janus Henderson Group PLC 0.00% Add +49.8% 78,573 $5.4M
Cercano Management LLC 0.21% Reduce -68.7% 77,749 $5.3M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.05% Reduce -29.6% 77,200 $5.3M
USS Investment Management Ltd 0.03% Reduce -0.9% 76,029 $5.2M
Epacria Capital Partners, LLC 4.26% No change 76,000 $5.2M
AQR Capital Management 0.00% Add +71.7% 75,142 $5.2M
Quinn Opportunity Partners LLC 0.38% Reduce -75.9% 75,000 $5.2M
Corient Private Wealth LP 0.01% Add +3.9% 74,508 $5.1M
Sanctuary Advisors, LLC 0.03% Add +4.6% 73,827 $5.1M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +1221.3% 73,728 $5.1M
Federation des caisses Desjardins du Quebec 0.02% Add +0.1% 73,564 $5.1M
Quantinno Capital Management LP 0.01% Add +49.6% 72,809 $5.0M
Osaic Holdings, Inc. 0.01% Add +32.7% 75,646 $4.9M
Utah Retirement Systems 0.05% Add +1.4% 70,778 $4.9M
EULAV Asset Management 0.11% Reduce -3.9% 70,334 $4.8M
Prevail Innovative Wealth Advisors, LLC 0.94% New 70,197 $4.8M
Police & Firemen's Retirement System of New Jersey 0.04% Add +7.7% 69,458 $4.8M
AIA Group Ltd 0.08% Add +53.9% 68,500 $4.7M
Faithward Advisors, LLC 0.70% New 68,369 $4.7M
Nordea Investment Management AB 0.00% Add +1.1% 67,199 $4.6M
Illumine Investment Management, LLC 3.27% Reduce -7.0% 66,677 $4.6M
O'shaughnessy Asset Management, LLC 0.03% Add +14.9% 66,631 $4.6M
Himension Capital (singapore) Pte. LTD. 0.28% Reduce -6.5% 66,113 $4.5M
Fulcrum Asset Management LLP 1.26% Reduce -2.7% 66,038 $4.5M
New Age Alpha Advisors, LLC 0.19% Reduce -5.0% 65,243 $4.5M
Vident Advisory, LLC 0.04% Add +19.4% 63,595 $4.4M
&partners 0.03% Add +9.6% 63,422 $4.4M
S&co Inc. 0.27% Reduce -3.1% 62,920 $4.3M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -8.6% 62,638 $4.3M
US Bancorp \de 0.01% Add +0.2% 62,629 $4.3M
Investment House LLC 0.20% New 61,686 $4.2M
Xponance LLC 0.03% Reduce -18.8% 61,262 $4.2M
CIBC Bancorp USA Inc. 0.03% — 61,090 $4.2M
New York Life Investment Management LLC 0.04% New 60,626 $4.2M
Stanley-Laman Group, Ltd. 0.59% Reduce -13.3% 59,973 $4.1M
Dark Forest Capital Management LP 0.15% Add +15.7% 59,527 $4.1M
Prime Capital Investment Advisors, LLC 0.05% Add +36.5% 58,956 $4.1M
Quadrature Capital Ltd 0.05% New 58,847 $4.0M
Woodline Partners LP 0.02% New 58,843 $4.0M
Point72 Europe (London) LLP 0.22% Reduce -32.9% 58,800 $4.0M
Franklin Resources Inc. 0.00% Add +25.5% 58,639 $4.0M
Cibc World Market Inc. 0.01% Reduce -4.0% 58,632 $4.0M
Sumitomo Life Insurance Co. 0.12% Reduce -1.4% 58,380 $4.0M
Freedom Day Solutions, LLC 1.09% Add +0.6% 58,142 $4.0M
Vanguard Personalized Indexing Management, LLC 0.04% Add +3.7% 58,048 $4.0M
Wbi Investments, LLC 1.02% Add +37.4% 58,027 $4.0M
Massachusetts Financial Services Co. 0.00% Reduce -0.5% 57,778 $4.0M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +40.6% 57,636 $4.0M
Tidal Investments LLC 0.02% Add +15.0% 57,456 $4.0M
Teacher Retirement System of Texas 0.02% Reduce -13.7% 57,094 $3.9M
Quantbot Technologies LP 0.11% Add +1.9% 56,489 $3.9M
Cresset Asset Management, LLC 0.02% Add +4.6% 56,383 $3.9M
Verition Fund Management LLC 0.02% Reduce -86.1% 56,257 $3.9M
Militia Capital Partners, LP 1.79% No change 56,000 $3.9M
Jefferies Financial Group Inc. 0.04% Add +205.1% 55,983 $3.9M
Nissay Asset Management Corp. /Japan 0.02% Add +1.8% 55,906 $3.8M
CIBC Asset Management Inc 0.01% Add +304.5% 55,415 $3.8M
LMR Partners LLP 0.07% Reduce -42.9% 54,477 $3.7M
Kennondale Capital Management LLC 2.86% Reduce -30.0% 54,373 $3.7M
Voleon Capital Management LP 0.09% Add +1218.5% 54,044 $3.7M
Nisa Investment Advisors, LLC 0.01% Add +945.4% 54,025 $3.7M
Vinva Investment Management Ltd 0.07% New 53,982 $3.7M
TD Private Client Wealth LLC 0.08% Reduce -10.2% 53,971 $3.7M
Yousif Capital Management, LLC 0.04% Reduce -63.9% 53,242 $3.7M
Northwest Bancshares, Inc. 0.61% Add +138.6% 53,152 $3.7M
UniSuper Management Pty Ltd 0.02% Add +588.2% 52,300 $3.6M
Horizon Investments, LLC 0.05% Reduce -73.0% 52,293 $3.6M
MML Investors Services, LLC 0.01% Add +60.5% 52,146 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -82.4% 51,177 $3.5M
Pathstone Holdings, LLC 0.01% Reduce -1.1% 51,218 $3.5M
TCW Group Inc. 0.03% Reduce -28.6% 51,214 $3.5M
Oregon Public Employees Retirement Fund 0.05% Reduce -43.1% 50,876 $3.5M
Gunderson Capital Management LLC 1.28% New 50,472 $3.5M
Creative Planning 0.00% Add +23.3% 50,358 $3.5M
Spahn Wealth & Retirement LLC 2.03% New 49,845 $3.4M
Arkadios Wealth Advisors 0.08% Reduce -3.2% 49,097 $3.4M
State of Wyoming 0.38% Reduce -7.0% 48,701 $3.4M
State of Alaska, Department of Revenue 0.03% Reduce -0.7% 48,672 $3.3M
Vontobel Holding Ltd. 0.01% Reduce -18.1% 48,502 $3.3M
OP Asset Management Ltd 0.04% Add +4.0% 48,371 $3.3M
Burney Co./ 0.11% Add +717.5% 48,312 $3.3M
Mutual of America Capital Management LLC 0.04% Reduce -77.7% 48,263 $3.3M
Nomura Holdings Inc. 0.02% Add +138.2% 46,904 $3.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +499.3% 46,461 $3.2M
NWF Advisory Services Inc. 0.35% Add +1.1% 45,813 $3.2M
Polar Asset Management Partners Inc. 0.09% New 45,472 $3.1M
Orion Porfolio Solutions, LLC 0.02% Add +27.7% 45,407 $3.1M
Blackhawk Capital Partners, LLC 1.21% Add +6.4% 45,248 $3.1M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -17.6% 45,113 $3.1M
Marks Group Wealth Management, Inc 0.28% New 44,323 $3.0M
Brevan Howard Capital Management LP 0.04% Reduce -58.1% 44,096 $3.0M
PNC Financial Services Group, Inc. 0.00% Add +28.3% 43,779 $3.0M
Uncommon Cents Investing LLC 0.75% Reduce -47.8% 43,575 $3.0M
Anderson Hoagland & Co. 0.27% New 43,456 $3.0M
Public Employees Retirement Association of Colorado 0.01% No change 43,060 $3.0M
Insight Wealth Strategies, LLC 0.35% Reduce -7.6% 42,774 $2.9M
Mackenzie Financial Corp. 0.00% Reduce -4.5% 42,472 $2.9M
Bridgeway Capital Management, LLC 0.06% Add +49.6% 41,600 $2.9M
Independent Solutions Wealth Management, LLC 0.51% Add +2.4% 41,512 $2.9M
Swiss Life Asset Management Ltd 0.01% Add +7.2% 41,288 $2.8M
Polymer Capital Management (HK) LTD 0.39% Reduce -20.0% 41,258 $2.8M
NEOS Investment Management LLC 0.02% New 41,097 $2.8M
Gator Capital Management, LLC 0.72% No change 40,800 $2.8M
Griffin Asset Management, Inc. 0.31% No change 40,284 $2.8M
Miura Global Management, LLC 4.05% New 40,000 $2.8M
Kestra Advisory Services, LLC 0.01% Add +39.4% 39,798 $2.7M
Cim, LLC 0.35% Add +5.5% 39,200 $2.7M
Fiduciary Family Office, LLC 0.76% Reduce -11.4% 39,012 $2.7M
Schonfeld Strategic Advisors LLC 0.02% Reduce -76.1% 38,889 $2.7M
Lombard Odier Asset Management (Switzerland) SA 0.12% Reduce -6.1% 18,057 $2.6M
AXA Investment Managers S.A. 0.01% — 37,767 $2.6M
Silver Oak Securities, Incorporated 0.19% Add +0.8% 37,479 $2.6M
DAVENPORT & Co LLC 0.01% Add +18.6% 37,243 $2.6M
Ethic Inc. 0.04% Reduce -9.9% 36,869 $2.5M
Bellwether Advisors, LLC 0.41% Reduce -30.4% 36,330 $2.5M
Chase Investment Counsel Corp. 0.73% Reduce -10.0% 36,000 $2.5M
Convergence Investment Partners, LLC 0.55% New 35,860 $2.5M
Pacer Advisors, Inc. 0.01% Add +19.0% 35,840 $2.5M
Scotia Capital Inc. 0.01% Reduce -76.2% 35,425 $2.4M
Inspire Advisors, LLC 0.23% Reduce -3.0% 35,408 $2.4M
Crossmark Global Holdings, Inc. 0.04% Add +16.7% 35,274 $2.4M
Kestra Investment Management, LLC 0.06% Add +152.6% 34,767 $2.4M
Aspire Private Capital, LLC 0.52% Reduce -14.8% 34,611 $2.4M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -74.4% 34,301 $2.4M
Swedbank AB 0.00% No change 34,080 $2.3M
Harfst & Associates, Inc. 0.42% Add +0.0% 33,489 $2.3M
Mercer Global Advisors Inc. 0.00% Add +19.8% 33,247 $2.3M
Fullerton Fund Management Co Ltd. 0.09% New 33,227 $2.3M
Dumont & Blake Investment Advisors LLC 0.54% Reduce -0.8% 32,364 $2.2M
Intech Investment Management LLC 0.02% Reduce -95.2% 31,958 $2.2M
Vestcor Inc 0.07% Reduce -12.9% 31,806 $2.2M
TriaGen Wealth Management LLC 0.57% New 31,800 $2.2M
Van Eck Associates Corp. 0.00% New 31,620 $2.2M
Hussman Strategic Advisors, Inc. 0.47% New 31,500 $2.2M
Equitable Holdings, Inc. 0.02% Add +67.1% 31,193 $2.1M
Praxis Investment Management Inc. 0.13% Add +21.8% 31,079 $2.1M
Mitchell & Pahl Private Wealth, LLC 0.89% Reduce -0.8% 31,012 $2.1M
Candriam S.C.A. 0.01% Add +12.5% 30,909 $2.1M
CENTRAL TRUST Co 0.04% Add +8.1% 30,858 $2.1M
First Citizens Bank & Trust Co. 0.04% Reduce -12.7% 29,752 $2.0M
Manchester Financial Inc. 0.41% New 29,583 $2.0M
Jane Street Group, LLC 0.00% Reduce -89.9% 29,474 $2.0M
Mizuho Securities USA LLC 0.04% New 32,429 $2.0M
AustralianSuper Pty Ltd 0.01% Add +16.8% 28,588 $2.0M
Captrust Financial Advisors 0.00% Reduce -1.2% 28,338 $1.9M
Aberdeen Group plc 0.00% New 28,298 $1.9M
Quadrant Capital Group LLC 0.06% Add +1.0% 28,204 $1.9M
Mystic Asset Management, Inc. 0.44% No change 28,200 $1.9M
Virtus Investment Advisers, LLC 0.55% Reduce -14.4% 28,015 $1.9M
Sound View Wealth Advisors Group, LLC 0.13% Add +12.3% 27,506 $1.9M
Gardner Lewis Asset Management L P 0.50% Reduce -1.6% 27,500 $1.9M
Caldwell Investment Management Ltd. 1.22% Reduce -10.9% 27,100 $1.9M
Kentucky Retirement Systems 0.05% Reduce -6.4% 26,923 $1.9M
Kepler Cheuvreux (Suisse) SA 0.10% — 26,911 $1.9M
AE Wealth Management LLC 0.01% Reduce -10.9% 26,887 $1.9M
Mariner, LLC 0.00% Reduce -21.8% 26,874 $1.8M
Hartford Investment Management Co. 0.05% New 26,127 $1.8M
Eagle Strategies LLC 0.24% Reduce -44.4% 26,019 $1.8M
Advisors Asset Management, Inc. 0.03% Add +5.6% 25,956 $1.8M
Jones Financial Companies LLLP 0.00% Add +36.8% 26,875 $1.8M
Compound Planning, Inc. 0.06% Reduce -0.2% 25,461 $1.8M
Caitlin John, LLC 1.21% Add +0.6% 25,195 $1.7M
Highland Capital Management, LLC 0.08% New 24,602 $1.7M
QRG Capital Management, Inc. 0.02% Reduce -4.6% 24,152 $1.7M
Fragasso Financial Advisors Inc 0.10% Reduce -22.9% 23,170 $1.6M
Louisiana State Employees Retirement System 0.03% Reduce -80.9% 23,400 $1.6M
Moore Capital Management, LP 0.03% New 22,910 $1.6M
Sowell Financial Services LLC 0.06% Reduce -43.8% 22,775 $1.6M
Axq Capital, LP 0.60% Reduce -22.5% 22,634 $1.6M
Oppenheimer & Co. Inc. 0.02% Add +282.7% 22,574 $1.6M
Cumberland Partners Ltd 0.10% New 22,500 $1.5M
Gulf International Bank (UK) Ltd 0.05% Reduce -2.5% 22,490 $1.5M
Aviso Financial Inc. 0.06% Reduce -12.5% 22,221 $1.5M
M&T Bank Corp 0.01% Reduce -20.2% 22,132 $1.5M
Owls Nest Partners IA, LLC 0.42% No change 22,000 $1.5M
Bayesian Capital Management, LP 0.31% New 21,900 $1.5M
Advisory Services Network, LLC 0.02% Add +101.8% 21,879 $1.5M
SG Americas Securities, LLC 0.01% Reduce -52.3% 21,687 $1.5M
Spire Wealth Management 0.05% Add +3.7% 21,520 $1.5M
Securian Asset Management, Inc. 0.04% Reduce -35.2% 21,502 $1.5M
LRT Capital Management, LLC 0.98% Add +25.3% 21,453 $1.5M
Western Financial Corp 0.64% Reduce -12.3% 21,384 $1.5M
Maryland State Retirement & Pension System 0.03% Add +3.9% 21,382 $1.5M
Guggenheim Capital LLC 0.01% Add +3.1% 21,343 $1.5M
Royal London Asset Management Ltd. 0.00% No change 21,100 $1.5M
Florida Financial Advisors, LLC 0.44% Reduce -34.5% 20,900 $1.4M
Private Advisor Group, LLC 0.01% Reduce -16.8% 20,282 $1.4M
Oxford Asset Management LLP 0.46% Reduce -21.1% 20,150 $1.4M
Monetta Financial Services Inc. 0.96% No change 20,000 $1.4M
Ion Asset Management Ltd. 0.17% No change 20,000 $1.4M
Fisher Funds Management LTD 0.04% New 19,810 $1.4M
New Mexico Educational Retirement Board 0.04% Reduce -77.7% 19,800 $1.4M
Pullen Investment Management, LLC 0.74% Add +1.0% 19,748 $1.4M
Mainstream Capital Management LLC 0.89% Add +5.5% 19,381 $1.3M
Daiichi Life Insurance Co., Ltd. 0.03% No change 18,952 $1.3M
Baader Bank Aktiengesellschaft 0.11% Add +1.4% 18,647 $1.3M
Groupama Asset Managment 0.02% New 17,977 $1.2M
Csenge Advisory Group 0.06% New 17,678 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 17,620 $1.2M
Cross Staff Investments Inc 0.85% Reduce -90.0% 17,604 $1.2M
Lebenthal Global Advisors, LLC 0.21% Reduce -1.2% 17,599 $1.2M
Norinchukin Bank, The 0.02% New 17,491 $1.2M
GAMCO Investors 0.01% Reduce -24.5% 17,425 $1.2M
Elo Mutual Pension Insurance Co 0.02% Reduce -44.6% 17,153 $1.2M
Thrivent Financial for Lutherans 0.00% Reduce -83.3% 17,154 $1.2M
NewEdge Advisors, LLC 0.01% Add +362.1% 17,131 $1.2M
Connective Capital Management, LLC 1.08% Reduce -46.9% 17,065 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.4% 16,874 $1.2M
Williamson Legacy Group, LLC 0.89% New 16,771 $1.2M
L2 Asset Management, LLC 0.17% Add +50.4% 16,647 $1.1M
Susquehanna Portfolio Strategies, LLC 0.02% No change 16,540 $1.1M
Allstate Corp. 0.03% New 16,357 $1.1M
XTX Topco Ltd 0.06% New 16,265 $1.1M
BOCHK Asset Management Ltd 0.29% New 16,250 $1.1M
Raiffeisen Bank International AG 0.01% Reduce -10.9% 16,117 $1.1M
Impact Capital Partners LLC 0.33% Reduce -4.5% 16,066 $1.1M
Altshuler Shaham Ltd 0.02% Reduce -20.0% 16,000 $1.1M
Polymer Capital Management (US) LLC 0.15% Reduce -29.2% 15,897 $1.1M
Everpar Advisors LLC 0.43% Add +2.0% 15,896 $1.1M
Leonteq Securities AG 0.06% Add +31.9% 15,786 $1.1M
MBM Wealth Consultants, LLC 0.27% Reduce -11.0% 15,690 $1.1M
LVW Advisors, LLC 0.11% Reduce -12.8% 15,677 $1.1M
AG2R La Mondiale Gestion D'actifs 0.06% No change 19,344 $1.1M
Navellier & Associates Inc. 0.11% Add +24.1% 15,415 $1.1M
Ballentine Partners, LLC 0.01% Add +0.9% 15,389 $1.1M
Delta Investment Management, LLC 0.19% Add +4.0% 15,143 $1.0M
Integrated Quantitative Investments LLC 0.29% New 14,988 $1.0M
Metis Global Partners, LLC 0.02% Add +184.6% 14,886 $1.0M
Mission Wealth Management, LP 0.02% Add +56.6% 14,593 $1.0M
Pinkerton Wealth, LLC 0.11% New 14,546 $1.0M
Brown Advisory Inc. 0.00% Add +0.1% 14,514 $999K
Global Retirement Partners, LLC 0.02% Add +4.8% 14,384 $990K
PFG Investments, LLC 0.05% Add +5.7% 14,343 $987K
B. Riley Wealth Advisors, Inc. 0.05% Reduce -9.2% 14,333 $986K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -85.4% 14,192 $977K
Illinois Municipal Retirement Fund 0.01% Reduce -30.5% 13,976 $962K
Private Advisory Group LLC 0.08% Reduce -34.6% 13,971 $961K
Visionary Horizons, LLC 0.53% Add +17.4% 13,800 $950K
HighPoint Advisor Group LLC 0.04% Add +6.0% 13,726 $944K
Venturi Wealth Management, LLC 0.04% Reduce -2.7% 13,546 $932K
Lanark Financial, Inc. 0.07% Reduce -4.6% 13,499 $929K
Flagship Harbor Advisors, LLC 0.04% Add +7.9% 13,315 $916K
Straightline Group LLC 0.53% New 13,626 $915K
Formidable Asset Management, LLC 0.14% No change 13,284 $914K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +33.5% 13,240 $911K
Pinnacle Wealth Management, LLC 0.61% Reduce -53.9% 13,226 $910K
Banco BTG Pactual S.A. 0.13% Reduce -74.0% 13,000 $895K
Simplex Trading, LLC 0.02% New 12,841 $883K
Advisor OS, LLC 0.08% Reduce -15.6% 12,636 $869K
Yorktown Management & Research Co Inc 0.68% No change 12,400 $853K
Ossiam 0.01% Add +215.0% 12,400 $853K
Matisse Capital 0.38% Add +2.5% 12,300 $846K
Gsa Capital Partners LLP 0.07% Reduce -52.2% 12,251 $843K
Inceptionr LLC 0.20% Add +31.3% 12,099 $833K
Campbell & CO Investment Adviser LLC 0.06% Reduce -27.3% 12,077 $831K
Impact Partnership Wealth, LLC 0.12% New 12,024 $827K
Mufg Securities Americas Inc. 0.05% New 12,007 $826K
Heritage Family Offices, LLP 0.38% Add +202.9% 11,959 $823K
Scientech Research LLC 0.28% New 11,807 $812K
Quantum Portfolio Management LLC 0.24% New 11,757 $809K
Revisor Wealth Management LLC 0.28% Add +6.2% 11,125 $808K
Northwestern Mutual Wealth Management Co. 0.00% Add +51.1% 11,690 $804K
Fiduciary Trust Co 0.01% Add +0.2% 11,633 $800K
Precision Wealth Strategies, LLC 0.26% New 11,606 $799K
Engineers Gate Manager LP 0.01% Reduce -70.9% 11,527 $793K
Benjamin Edwards Inc. 0.01% Reduce -6.1% 11,438 $787K
GAMMA Investing LLC 0.04% Add +12.3% 11,439 $787K
Measured Wealth Private Client Group, LLC 0.21% Reduce -11.3% 11,424 $786K
Cerity Partners LLC 0.00% Add +98.5% 11,393 $784K
Ashton Thomas Private Wealth, LLC 0.02% Add +32.2% 11,340 $780K
Clark Financial Services Group Inc. 0.41% Add +17.2% 11,315 $779K
Kentucky Retirement Systems Insurance Trust Fund 0.05% Reduce -7.6% 11,285 $777K
Bessemer Group Inc. 0.00% Add +2.6% 10,895 $750K
Fayez Sarofim & Co 0.00% Add +3.3% 10,736 $739K
Axxcess Wealth Management, LLC 0.02% Add +34.9% 10,727 $738K
Concurrent Investment Advisors, LLC 0.01% Reduce -26.9% 10,727 $738K
Studio Investment Management LLC 0.14% Reduce -7.0% 10,542 $725K
Malaga Cove Capital, LLC 0.26% Reduce -8.0% 10,470 $720K
Morningstar Investment Management LLC 0.03% New 10,449 $719K
Graham Capital Management, L.P. 0.04% Add +9.3% 10,407 $716K
ING Groep NV 0.00% New 10,353 $712K
Lecap Asset Management Ltd. 0.25% New 10,347 $712K
Interval Partners, LP 0.02% Reduce -80.4% 10,329 $711K
PFG Advisors 0.03% New 10,323 $710K
Petra Financial Advisors Inc. 0.41% Add +1.7% 10,221 $703K
Crewe Advisors LLC 0.07% No change 10,192 $701K
Mount Lucas Management LP 0.31% Reduce -7.1% 10,066 $693K
B. Metzler seel. Sohn & Co. AG 0.01% No change 9,948 $685K
Joel Isaacson & Co., LLC 0.02% Add +0.1% 9,947 $684K
Raleigh Capital Management Inc. 0.26% Reduce -18.6% 9,925 $683K
EntryPoint Capital, LLC 0.26% New 9,924 $683K
Schroder Investment Management Group 0.00% Add +134.0% 9,895 $681K
Warther Private Wealth, LLC 0.16% Reduce -40.6% 9,820 $676K
Severin Investments, LLC 0.59% Reduce -10.9% 9,689 $667K
Wright Investors Service Inc. 0.19% New 9,635 $663K
Vise Technologies, Inc. 0.02% Reduce -70.7% 9,616 $662K
Strategic Investment Advisors / MI 0.06% Reduce -24.2% 9,507 $654K
Ameliora Wealth Management Ltd. 0.22% Add +95.4% 9,427 $649K
Farther Finance Advisors, LLC 0.01% Add +25.6% 9,263 $637K
Maridea Wealth Management LLC 0.10% Add +0.1% 9,463 $633K
Caprock Group, LLC 0.02% — 10,156 $633K
NorthRock Partners, LLC 0.01% Add +62.5% 9,151 $630K
FourThought Financial Partners, LLC 0.05% Add +100.8% 9,073 $624K
HB Wealth Management, LLC 0.00% Reduce -9.5% 9,053 $623K
R Squared Ltd 0.27% Add +141.1% 9,021 $621K
Thrive Wealth Management, LLC 0.09% Add +3.0% 8,950 $616K
Park Avenue Securities LLC 0.00% Add +18.7% 8,920 $614K
Park Capital Management, LLC / WI 0.49% Reduce -0.2% 8,915 $613K
Heartland Advisors Inc. 0.03% Reduce -53.5% 8,802 $606K
ArrowMark Colorado Holdings LLC 0.01% No change 8,800 $606K
Northwest & Ethical Investments L.P. 0.01% Reduce -19.7% 8,788 $605K
Lido Advisors, LLC 0.00% Add +0.4% 8,666 $596K
Exchange Traded Concepts, LLC 0.01% New 8,620 $593K
Rockefeller Capital Management L.P. 0.00% Reduce -40.9% 8,609 $592K
MUFG Securities EMEA plc 0.01% Reduce -70.0% 8,522 $586K
Putney Financial Group LLC 0.58% No change 8,440 $581K
Prudential PLC 0.00% Reduce -74.3% 8,412 $579K
Ritholtz Wealth Management 0.01% Reduce -3.0% 8,293 $571K
Acadian Asset Management LLC 0.00% Reduce -77.8% 8,144 $559K
Fifth Third Wealth Advisors LLC 0.02% Reduce -44.4% 8,122 $559K
ABLE Financial Group, LLC 0.12% Add +24.7% 8,083 $556K
Forefront Wealth Partners, LLC 0.14% New 8,006 $551K
Synergy Financial Group, LTD 0.37% Reduce -2.1% 8,005 $551K
Bartlett & Co. Wealth Management LLC 0.01% No change 8,000 $550K
180 Wealth Advisors, LLC 0.07% Reduce -0.0% 7,965 $548K
Summit Financial, LLC 0.01% Add +16.2% 7,877 $542K
Great Lakes Advisors, LLC 0.00% Reduce -2.5% 7,815 $538K
Richard W. Paul & Associates, LLC 0.18% Reduce -20.0% 7,789 $536K
Fisher Asset Management 0.00% Reduce -15.0% 7,764 $534K
Evergreen Capital Management LLC 0.01% Add +18.2% 7,666 $527K
Journey Strategic Wealth LLC 0.01% Add +6.0% 7,617 $524K
Jackson Wealth Management, LLC 0.05% New 7,571 $521K
EverSource Wealth Advisors, LLC 0.02% Reduce -23.2% 7,549 $519K
United Capital Financial Advisors, LLC 0.00% Add +44.8% 7,520 $517K
Canada Post Corp Registered Pension Plan 0.02% New 7,500 $516K
Allworth Financial LP 0.00% Add +2.5% 7,363 $507K
Wealth Alliance, LLC 0.05% Reduce -16.7% 7,312 $503K
Bridgefront Capital, LLC 0.15% Reduce -35.3% 7,263 $500K
Motley Fool Asset Management LLC 0.02% Add +3.2% 7,250 $499K
Brady Martz Wealth Solutions, LLC 0.09% No change 7,164 $493K
Alps Advisors Inc. 0.00% Reduce -14.1% 7,159 $493K
Roundview Capital LLC 0.03% New 7,132 $491K
DRW Securities, LLC 0.03% Add +61.5% 7,112 $490K
Richard P Slaughter Associates Inc 0.11% Reduce -9.3% 7,100 $489K
Leuthold Group, LLC 0.05% No change 7,100 $489K
Tower Research Capital LLC (TRC) 0.01% Reduce -62.1% 7,035 $484K
Nemes Rush Group LLC 0.05% Add +1.7% 7,014 $483K
Alta Wealth Advisors LLC 0.17% New 6,995 $481K
Hilltop Holdings Inc. 0.03% Add +60.4% 6,928 $477K
Wedmont Private Capital 0.02% Add +30.4% 6,867 $476K
Skba Capital Management LLC 0.07% No change 6,892 $474K
World Investment Advisors 0.01% Add +3.0% 6,852 $471K
Meyer Handelman Co. 0.01% No change 6,800 $468K
Leeward Financial Partners, LLC 0.13% Add +42.5% 6,785 $467K
Integrated Wealth Concepts LLC 0.00% Reduce -29.9% 6,561 $451K
Costello Asset Management, INC 0.15% Add +27.2% 6,555 $451K
Fulton Bank, N.A. 0.02% Reduce -21.9% 6,502 $447K
Fairfield Financial Advisors, LTD 0.15% Add +1.7% 6,480 $446K
Bayforest Capital Ltd 0.21% Add +740.5% 6,447 $444K
Virtue Capital Management, LLC 0.07% Reduce -92.5% 2,237 $439K
Profund Advisors LLC 0.01% Reduce -37.1% 6,355 $437K
Koshinski Asset Management, Inc. 0.03% Reduce -4.3% 6,348 $437K
Sagespring Wealth Partners, LLC 0.01% Reduce -0.7% 6,339 $436K
Summit Trail Advisors, LLC 0.01% Add +5.2% 6,339 $436K
Seeds Investor LLC 0.09% Reduce -1.9% 6,323 $435K
IHT Wealth Management, LLC 0.01% Add +3.0% 6,317 $435K
Callan Family Office, LLC 0.01% Reduce -19.2% 6,312 $434K
Merit Financial Group, LLC 0.00% Add +10.5% 6,224 $428K
Aureus Asset Management, LLC 0.03% No change 6,116 $421K
Grandview Asset Management LLC 0.12% New 6,049 $416K
Coldstream Capital Management Inc. 0.01% Reduce -0.2% 6,007 $413K
Williams Jones Wealth Management, LLC. 0.00% No change 6,000 $413K
Independent Advisor Alliance 0.01% Reduce -10.7% 5,991 $412K
Tema ETFs LLC 0.03% New 5,981 $412K
Siemens Fonds Invest GmbH 0.02% Reduce -1.0% 5,976 $411K
DekaBank Deutsche Girozentrale 0.00% No change 6,043 $410K
Vicus Capital 0.03% New 5,942 $409K
Freestone Capital Holdings, LLC 0.01% Reduce -8.0% 5,820 $400K
Stephens Inc. 0.01% Reduce -5.5% 5,786 $398K
Smith Group Asset Management, LLC 0.02% New 5,621 $387K
Premier Path Wealth Partners, LLC 0.05% Add +4.7% 5,590 $385K
Integrated Advisors Network LLC 0.02% Reduce -3.8% 5,511 $379K
New England Research & Management, Inc. 0.17% New 5,500 $378K
Commons Capital, LLC 0.25% Add +0.5% 5,370 $370K
Harvest Fund Management Co., Ltd 0.02% Add +5687.0% 5,324 $366K
Qtron Investments LLC 0.05% New 5,289 $364K
Chemistry Wealth Management LLC 0.07% No change 5,288 $364K
Stratos Investment Management, LLC 0.01% No change 5,284 $364K
Spirepoint Private Client, LLC 0.04% New 5,255 $362K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 5,200 $357K
Midwest Professional Planners, LTD. 0.09% Reduce -4.3% 5,149 $354K
Great Valley Advisor Group, Inc. 0.01% Add +6.7% 5,128 $353K
Robinson Smith Wealth Advisors LLC 0.25% Reduce -2.0% 5,011 $345K
U.S. Capital Wealth Advisors, LLC 0.01% New 5,011 $345K
Edmond DE Rothschild Holding S.A. 0.01% No change 5,008 $345K
CMT Capital Markets Trading GmbH 0.14% New 4,999 $344K
Focus Partners Wealth 0.00% Reduce -45.0% 4,982 $343K
Fidelis Capital Partners, LLC 0.03% Add +10.4% 4,960 $341K
Wexford Capital LP 0.10% New 4,763 $328K
Atticus Wealth Management, LLC 0.08% Add +93.8% 4,760 $328K
Meeder Advisory Services, Inc. 0.01% Add +6.2% 4,649 $320K
West Family Investments, Inc. 0.07% Add +20.5% 4,647 $320K
Apollon Wealth Management, LLC 0.01% Reduce -4.8% 4,596 $316K
Cwm, LLC 0.00% Add +5.3% 4,567 $314K
PUREfi Wealth, LLC 0.24% Add +4.7% 4,554 $313K
Principal Securities, Inc. 0.01% Add +20.5% 4,511 $310K
Requisite Capital Management, LLC 0.05% New 4,488 $309K
Norden Group LLC 0.03% Reduce -25.7% 4,487 $309K
Howe & Rusling Inc. 0.02% Reduce -7.3% 4,427 $305K
Net Worth Advisory Group 0.09% New 4,419 $304K
Choreo, LLC 0.00% Reduce -11.8% 4,260 $304K
Blair William & Co. 0.00% Add +8.3% 4,404 $303K
Vigilare Wealth Management 0.10% New 4,375 $301K
Summit Wealth Group LLC / Co. 0.03% New 8,436 $300K
Facet Wealth, Inc. 0.01% Reduce -8.7% 4,355 $300K
Focus Partners Advisor Solutions, LLC 0.00% New 4,376 $299K
Meadow Creek Wealth Advisors LLC 0.19% Reduce -6.9% 4,284 $294K
Zacks Investment Management 0.00% Reduce -79.0% 4,239 $292K
Kingswood Wealth Advisors, LLC 0.02% Add +1.6% 4,229 $291K
Capital Advisors Inc. 0.00% Add +2.7% 4,210 $290K
Cigna Investments Inc. 0.04% No change 4,188 $288K
Boyar Asset Management Inc. 0.18% Reduce -14.6% 4,169 $287K
Aaron Wealth Advisors LLC 0.02% New 4,153 $286K
Patton Fund Management, Inc. 0.05% New 4,133 $284K
Ameritas Investment Partners, Inc. 0.01% Reduce -95.1% 4,120 $283K
Hantz Financial Services, Inc. 0.00% Add +32.6% 4,086 $281K
NorthCoast Asset Management LLC 0.00% New 4,077 $281K
ASR Vermogensbeheer N.V. 0.00% Add +1.6% 4,074 $280K
Capstone Investment Advisors, LLC 0.00% Reduce -68.0% 4,037 $278K
Citizens Business Bank 0.05% New 3,984 $274K
GeoWealth Management, LLC 0.01% Reduce -19.2% 3,889 $268K
IFP Advisors, Inc 0.01% Reduce -20.9% 3,884 $267K
City National Bank of Florida 0.18% No change 3,860 $266K
Simplicity Wealth,LLC 0.02% No change 3,860 $266K
Citizens Financial Group Inc. 0.00% New 3,836 $264K
Fiduciary Financial Group, LLC 0.04% Reduce -0.0% 3,827 $263K
Aviance Capital Partners, LLC 0.03% No change 3,820 $263K
Archer Investment Corp 0.06% Add +5.8% 3,808 $262K
Old National Bancorp 0.00% New 3,800 $261K
Independent Financial Group, LLC 0.01% Add +1.3% 3,776 $260K
CVA Family Office, LLC 0.03% No change 3,772 $260K
Sigma Planning Corp 0.01% New 3,717 $256K
Strategic Blueprint, LLC 0.01% New 3,713 $255K
VestGen Advisors, LLC 0.01% Reduce -16.3% 3,695 $254K
Signaturefd, LLC 0.00% Add +7.5% 3,674 $253K
Rehmann Capital Advisory Group 0.01% Reduce -10.4% 3,657 $252K
Essex Financial Services, Inc. 0.01% New 3,653 $251K
LGT Fund Management Co Ltd. 0.02% New 3,650 $251K
Retirement Guys Formula LLC 0.09% Reduce -4.3% 3,622 $249K
WCM Investment Management, LLC 0.00% New 3,622 $249K
Sequoia Financial Advisors, LLC 0.00% New 3,619 $249K
Cornerstone Capital, Inc. 0.02% Reduce -23.4% 3,600 $248K
International Assets Investment Management, LLC 0.02% No change 4,384 $247K
Keybank National Association 0.00% Reduce -4.2% 3,588 $247K
Prospera Financial Services Inc 0.00% Reduce -4.9% 3,565 $245K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.00% Reduce -37.7% 3,508 $241K
KG Capital Management 0.07% Reduce -18.0% 3,497 $241K
Valeo Financial Advisors, LLC 0.01% New 3,477 $239K
Rede Wealth, LLC 0.19% New 3,471 $239K
Eagle Bay Advisors LLC 0.19% Reduce -5.2% 3,471 $239K
TABR Capital Management, LLC 0.16% New 3,464 $238K
Elevation Point Wealth Partners, LLC 0.02% Add +177.2% 3,462 $238K
Belpointe Asset Management LLC 0.01% Reduce -7.4% 3,440 $237K
Mitchell McLeod Pugh & Williams Inc. 0.04% New 3,445 $236K
Brown Brothers Harriman & Co. 0.00% Add +34.5% 3,422 $235K
Hazlett, Burt & Watson, Inc. 0.08% Add +78.8% 3,398 $234K
Mach-1 Financial Group, LLC 0.04% New 3,359 $231K
Integrity Advisory Solutions, LLC 0.04% — 3,359 $231K
Commerce Bank 0.00% New 3,281 $226K
Forum Financial Management, LP 0.00% New 3,260 $224K
LRI Investments, LLC 0.02% Reduce -21.5% 3,260 $224K
Insigneo Advisory Services, LLC 0.02% New 3,213 $221K
Curated Wealth Partners LLC 0.03% New 3,208 $221K
Longboard Asset Management, LP 0.36% New 3,204 $220K
Western Pacific Wealth Management, LP 0.21% No change 3,200 $220K
Kingsview Wealth Management, LLC 0.00% New 3,192 $220K
Voya Financial Advisors, Inc. 0.02% New 3,188 $219K
Cyndeo Wealth Partners, LLC 0.01% New 3,162 $218K
Los Angeles Capital Management LLC 0.00% New 3,160 $217K
HBK Sorce Advisory LLC 0.01% New 3,093 $216K
Aspen Grove Capital, LLC 0.04% New 3,128 $215K
Marex Group Ltd 0.00% New 3,113 $214K
Glenmede Investment Management, LP 0.00% New 3,089 $213K
Assetmark, Inc. 0.00% Reduce -14.1% 3,059 $210K
Trust Point Inc. 0.02% New 3,052 $210K
Rathbones Group PLC 0.00% New 3,040 $209K
Penserra Capital Management LLC 0.00% Add +36.7% 3,062 $209K
Goldstein Advisors, LLC 0.03% New 3,037 $209K
Lowe Brockenbrough & Co. Inc. 0.01% New 3,024 $208K
White Knight Strategic Wealth Advisors, LLC 0.16% New 2,996 $206K
Venture Visionary Partners LLC 0.01% New 2,988 $206K
ClearAlpha Technologies LP 0.56% New 2,976 $205K
Stratos Wealth Partners, LTD. 0.00% New 2,969 $204K
Frisch Financial Group, Inc. 0.05% New 2,964 $204K
Capital Asset Advisory Services LLC 0.01% New 2,946 $203K
True Freedom Investing, LLC 0.07% New 2,931 $202K
Avestar Capital, LLC 0.01% New 2,920 $201K
Quent Capital, LLC 0.02% New 2,918 $201K
MJP Associates Inc. 0.03% New 2,916 $201K
Brooklyn Investment Group 0.03% Reduce -0.2% 3,718 $201K
CIBC Private Wealth Group LLC 0.00% Reduce -25.9% 2,880 $198K
Bey-Douglas LLC 0.15% New 2,872 $198K
Anchor Investment Management, LLC 0.02% Add +4.9% 2,677 $184K
Whittier Trust Co. of Nevada Inc. 0.00% Add +67.0% 2,572 $181K
Larson Financial Group LLC 0.01% Reduce -49.1% 2,607 $179K
GHP Investment Advisors, Inc. 0.01% No change 2,501 $172K
Sterling Capital Management LLC 0.00% Add +0.8% 2,431 $167K
Ostrum Asset Management 0.01% Reduce -3.0% 2,347 $161K
HM Payson & Co. 0.00% Add +365.9% 2,278 $157K
Arax Advisory Partners 0.00% Add +22.8% 2,157 $148K
Clearstead Advisors, LLC 0.00% Reduce -28.6% 2,084 $143K
Centaurus Financial, Inc. 0.01% New 2,074 $143K
Bay Harbor Wealth Management, LLC 0.04% Reduce -16.4% 2,047 $141K
Private Trust Co. NA 0.01% Add +0.3% 1,990 $137K
Wealthspire Advisors, LLC 0.00% New 1,968 $135K
Whittier Trust Co. 0.00% No change 1,920 $135K
Accent Capital Management, LLC 0.06% No change 1,920 $132K
CI Investments Inc. 0.00% Reduce -2.0% 1,902 $131K
Nvwm, LLC 0.03% Add +125.0% 1,800 $124K
Trust Co. of Toledo NA 0.01% No change 1,744 $120K
Versant Capital Management, Inc 0.02% Reduce -2.5% 1,684 $116K
Activest Wealth Management 0.02% Add +0.4% 1,662 $114K
Smartleaf Asset Management LLC 0.01% Add +32.1% 1,650 $114K
iA Global Asset Management Inc. 0.00% New 1,625 $112K
Covestor Ltd 0.06% Add +4.9% 1,590 $109K
DT Investment Partners, LLC 0.01% No change 1,556 $107K
Westpac Banking Corp. 0.01% No change 1,520 $105K
Cullen/Frost Bankers, Inc. 0.00% Add +2.5% 1,462 $101K
Abich Financial Wealth Management LLC 0.04% — 1,458 $100K
Parallel Advisors, LLC 0.00% Add +9.2% 1,455 $100K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.3% 1,450 $100K
Quest 10 Wealth Builders, Inc. 0.08% Reduce -3.6% 1,307 $90K
Wealth Watch Advisors, INC 0.04% New 1,289 $89K
Rosenberg Matthew Hamilton 0.02% No change 1,224 $84K
Strategic Wealth Partners, Ltd. 0.01% No change 1,212 $83K
UMB Bank, n.a. 0.00% Reduce -73.0% 1,208 $83K
Sentry Investment Management LLC 0.06% New 1,153 $83K
Transamerica Financial Advisors, LLC 0.01% New 1,191 $82K
North Capital, Inc. 0.06% Add +0.1% 1,181 $81K
SBI Securities Co., Ltd. 0.00% Add +18.0% 1,180 $81K
Meeder Asset Management Inc. 0.00% Add +202.4% 1,125 $77K
Pinpoint Asset Management (Singapore) Pte. Ltd. 0.01% New 1,019 $70K
Adirondack Trust Co. 0.02% No change 1,000 $69K
TruNorth Capital Management, LLC 0.01% New 960 $66K
Creative Financial Designs Inc. 0.00% No change 940 $65K
TrinityBridge Ltd 0.00% New 872 $60K
Rise Advisors, LLC 0.02% Add +0.1% 863 $59K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 815 $56K
Darwin Wealth Management, LLC 0.02% No change 813 $56K
Solstein Capital, LLC 0.03% No change 800 $55K
City Holding Co. 0.01% No change 800 $55K
Sittner & Nelson, LLC 0.02% No change 788 $54K
Smithfield Trust Co 0.00% No change 764 $53K
Summit Securities Group LLC 0.02% New 768 $53K
Rialto Wealth Management, LLC 0.01% Add +0.3% 766 $53K
MAI Capital Management 0.00% Reduce -56.6% 764 $53K
Fortitude Family Office, LLC 0.01% Add +1.1% 720 $50K
N.E.W. Advisory Services LLC 0.00% No change 632 $43K
Private Wealth Asset Management, LLC 0.00% No change 580 $40K
LFA - Lugano Financial Advisors SA 0.02% No change 576 $40K
ORG Partners LLC 0.01% Add +18.2% 566 $39K
Harbour Investments, Inc. 0.00% Add +42.5% 536 $37K
Contravisory Investment Management, Inc. 0.01% Reduce -14.2% 484 $33K
Capital Analysts, LLC 0.00% No change 464 $31K
Huntington National Bank 0.00% Reduce -13.2% 448 $31K
University of Texas/Texas Am Investment Management Co. 0.00% New 437 $30K
West Branch Capital LLC 0.01% No change 420 $29K
NFSG Corp 0.00% No change 401 $28K
Murphy & Mullick Capital Management Corp 0.02% New 400 $27K
American National Bank & Trust 0.00% No change 384 $26K
Y.D. More Investments Ltd 0.00% New 351 $24K
Coastline Trust Co 0.00% No change 340 $23K
AdvisorNet Financial, Inc 0.00% No change 317 $22K
Evelyn Partners Investment Management Services Ltd 0.00% Add +32.3% 307 $21K
Tidemark, LLC 0.01% Reduce -41.1% 304 $21K
Grey Fox Wealth Advisors, LLC 0.00% New 304 $21K
Harbor Investment Advisory, LLC 0.00% Reduce -25.0% 300 $21K
Mather Group, Llc. 0.00% New 293 $20K
Farmers & Merchants Investments Inc. 0.00% Reduce -19.9% 285 $20K
Eastern Bank 0.00% New 280 $19K
Root Financial Partners, LLC 0.00% New 279 $19K
IMA Advisory Services, Inc. 0.00% New 277 $19K
Hemington Wealth Management 0.00% Add +8.5% 280 $19K
Hollencrest Capital Management 0.00% Add +12.6% 250 $17K
CoreCap Advisors, LLC 0.00% Add +5.6% 245 $17K
Palisade Asset Management, LLC 0.00% New 216 $15K
First Horizon Corp. 0.00% — 212 $15K
Rakuten Securities, Inc. 0.01% Add +561.3% 205 $14K
Trifecta Capital Advisors, LLC 0.00% New 204 $14K
Cetera Trust Company, N.A 0.01% No change 200 $14K
SOA Wealth Advisors, LLC. 0.00% New 200 $14K
Blue Trust, Inc. 0.00% Add +92.3% 200 $14K
Salomon & Ludwin, LLC 0.00% New 186 $13K
Bruce G. Allen Investments, LLC 0.01% No change 180 $12K
Golden State Wealth Management, LLC 0.00% New 172 $12K
Lowe Wealth Advisors, LLC 0.00% No change 168 $12K
Bokf, NA 0.00% Reduce -25.4% 167 $11K
JPL Wealth Management, LLC 0.00% New 148 $10K
FNY Investment Advisers, LLC 0.00% New 137 $9K
Tortoise Investment Management, LLC 0.00% Add +545.0% 129 $9K
Colonial Trust Co / SC 0.00% Add +6.7% 128 $9K
Rothschild Investment LLC 0.00% Add +108.3% 125 $9K
Wolff Wiese Magana LLC 0.00% No change 124 $9K
Asset Dedication, LLC 0.00% No change 124 $9K
Noble Wealth Management PBC 0.00% — 120 $8K
Ancora Advisors LLC 0.00% No change 120 $8K
Morton Brown Family Wealth, LLC 0.00% New 116 $8K
Bare Financial Services, Inc 0.00% Add +29.6% 114 $8K
JFS Wealth Advisors, LLC 0.00% No change 108 $7K
Bell Investment Advisors, Inc 0.00% No change 104 $7K
Zions Bancorporation, National Association 0.00% New 101 $7K
McIlrath & Eck, LLC 0.00% Add +1.0% 101 $7K
Howard Hughes Medical Institute 0.00% New 96 $7K
Valued Wealth Advisors LLC 0.00% No change 96 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 96 $7K
RMG Wealth Management LLC 0.00% No change 100 $6K
Aventura Private Wealth, LLC 0.00% New 90 $6K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 89 $6K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Add +22.2% 88 $6K
SouthState Bank Corp 0.00% Reduce -38.9% 88 $6K
True Wealth Design, LLC 0.00% Add +13.5% 84 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 80 $6K
Physician Wealth Advisors, Inc. 0.00% Add +558.3% 79 $5K
T. Rowe Price Investment Management, Inc. 0.00% New 62 $5K
Phoenix Financial Ltd. 0.00% Add +19.6% 26,417 $5K
Thompson Investment Management, Inc. 0.00% New 72 $5K
Financial Gravity Asset Management, Inc. 0.00% — 71 $5K
First United Bank & Trust 0.00% No change 64 $4K
Cromwell Holdings LLC 0.00% No change 60 $4K
Avion Wealth 0.00% Add +25.0% 60 $4K
Valley National Advisers Inc. 0.00% New 59 $4K
Guerra Advisors Inc 0.00% New 56 $4K
Sunbelt Securities, Inc. 0.00% Add +100.0% 56 $4K
Cornerstone Planning Group LLC 0.00% Add +82.8% 53 $4K
Grove Bank & Trust 0.00% Add +25.0% 50 $3K
Elevation Wealth Partners, LLC 0.00% New 49 $3K
Davidson Capital Management Inc. 0.00% New 49 $3K
TD Capital Management LLC 0.00% No change 48 $3K
Capital Advisors, Ltd. LLC 0.00% No change 44 $3K
Johnson Financial Group, Inc. 0.00% New 42 $3K
Kilter Group LLC 0.00% Add +100.0% 40 $3K
Mb, Levis & Associates, LLC 0.00% New 40 $3K
Painted Porch Advisors LLC 0.00% No change 40 $3K
Rossby Financial, LCC 0.00% New 37 $3K
Investment Counsel Co. of Nevada 0.01% No change 36 $2K
Manchester Capital Management LLC 0.00% Add +500.0% 36 $2K
Orion Capital Management LLC 0.00% No change 36 $2K
Sachetta, LLC 0.00% New 35 $2K
Financial Management Professionals, Inc. 0.00% No change 32 $2K
Bogart Wealth, LLC 0.00% Add +33.3% 32 $2K
Essential Partners LLC 0.00% Add +87.5% 30 $2K
Montag A & Associates Inc. 0.00% Reduce -9.4% 29 $2K
Cloud Capital Management, LLC 0.00% New 32 $2K
Marquette Asset Management, LLC 0.00% New 29 $2K
Breakwater Investment Management 0.00% No change 28 $2K
Aspect Partners, LLC 0.00% New 26 $2K
Prestige Wealth Management Group LLC 0.00% No change 24 $2K
DiNuzzo Private Wealth, Inc. 0.00% Add +8.3% 26 $2K
Principia Wealth Advisory, LLC 0.00% Add +15.8% 22 $2K
Roxbury Financial LLC 0.00% Reduce -8.3% 22 $1K
CYBER HORNET ETFs LLC 0.00% New 21 $1K
Westfuller Advisors, LLC 0.00% New 19 $1K
TFC Financial Management, Inc. 0.00% Add +350.0% 18 $1K
Plante Moran Financial Advisors, LLC 0.00% New 17 $1K
Ogorek Anthony Joseph /NY/ 0.00% No change 24 $1K
Hughes Financial Services, LLC 0.00% No change 12 $854
Quaker Wealth Management, LLC 0.00% Reduce -99.3% 12 $826
American Capital Advisory, LLC 0.00% No change 11 $757
WestEnd Advisors, LLC 0.00% New 10 $688
CBIZ Investment Advisory Services, LLC 0.00% No change 10 $688
Raffa Wealth Management, LLC 0.00% New 9 $619
SJS Investment Consulting Inc. 0.00% No change 8 $551
Ameriflex Group, Inc. 0.00% New 8 $550
Parkside Financial Bank & Trust 0.00% Reduce -99.2% 7 $482
HFM Investment Advisors, LLC 0.00% Add +50.0% 6 $413
Davis Capital Management 0.00% — 5 $344
Seneschal Advisors, LLC 0.00% New 4 $276
MV Capital Management, Inc. 0.00% No change 4 $276
High Note Wealth, LLC 0.00% No change 4 $275

"% of holder's portfolio" is IBKR's weight in each manager's 13F, not the share of Interactive Brokers Gro Class A the manager owns.